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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jens M. Ottow who wrote (14880)	10/18/2000 1:31:40 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

<font color=red>"We are not seeing any slowdown PCs, and we are not seeing any slowdown in chip demand," said AMD's Deininger. "And we not seeing any slowdown in the cellular phone area for flash memories, microprocessors and other communications chips. It is unbelievable that people in the rest of the industry would be saying in the press that they are seeing a slowdown or we've reached the peak [of market growth]. We just don't see that ladies and gentlemen right now." What contrary to ANALysts!!! Build away I say. Milo

To: Jens M. Ottow who wrote (14880)	10/18/2000 6:01:13 PM
From: Rob S.	Respond to of 275872

Microsoft said during their conference call that they saw some slowness in PC sales in Europe but attributed it to the Euro devaluation v. the U.S. dollar; U.S. based PC manufacturers are selling at about a 25% premium. AMD is at an advantage as they have a Euro denominated base of manufacture in the Dresden, Germany fab and can supply European and Asian based white box manufacturers with relatively lower cost chips. A few European based IC manufacturers have reported that they see no slowing in demand, The most likely cause for reported weakness at Intel and others is that 25% tact onto already higher priced parts is too rich a premium for European customers. AMD is gaining European market share.